Manager, Investor Relations & Financial Analysis

The Role

The Manager - Investor Relations & Financial Analysis will help coordinate the flow of financial and business information between WH and the financial community including institutional buy-side investors and equity research sell-side analysts. The Manager will be responsible for monitoring Wall Street analysts’ research, as well as participating in investor/analyst meetings. In addition, they will compile data and help to draft written materials for communication to the Street and Board of Directors. 

What you'll do

• Monitor peer group filings and communications and analyze for potential impact to WH filings/communications. Prepare and distribute summaries and reports to senior management to support Investor Relations efforts and strategic planning.
• Participate in ongoing 1 on 1 meetings with analysts and investors, on an as needed basis.
• Ownership of vendor relationships with IR service providers. 
• Track market activity, news and industry developments and competitive activity – develop data as appropriate for presentation to SVP, Investor Relations and senior management team.
• Prepare investor profiles, fact sheets and briefing materials for investor calls, HQ meetings, non-deal roadshows and investor conferences.
• Support company participation in investor conferences and roadshows.
• Monitor research coverage for accuracy; circulate as appropriate to senior management team; liaise with analysts on required clarifications.
• Monitor and report shareholder activity; work with outside vendor to target potential investors based on peer holdings, shareholder activity and company fundamentals for SVP review.
• Draft general investor relations materials (including macro and industry data) for presentations.
• Ownership of budget preparation and monitoring.
• Support ongoing Q&A communication with analysts and investors (Q&A, press releases, transcripts).
• Support Investor Relations website working with third-party vendor and ensuring timely posting of required materials.
• Liaise with third-party telecommunications vendor on quarterly earnings conference call.
• Support earnings material support process with SEC reporting and Legal, ensuring they have sufficient evidence of all quantifiable disclosures.

You'll be successful if you have

• Comprehension of financial statements required.
• Proactive, self-starter, who is able to work independently in a fast-paced environment.
• Consistent common sense and excellent judgment skills will be critical to success in the function.
• Proficient in Word, Excel and PowerPoint
• Familiarity with the Securities and Exchange Commission (SEC) regulations.
• Strong understanding of financial markets, including investment analysis, valuation, and financial reporting.
• Excellent written and verbal communication skills, with the ability to effectively present complex financial information to diverse audiences (analysts, investors, senior management).
• Ability to synthesize complex information into concise and meaningful reports and draft clear, concise, and compelling investor relations materials.
• Ability to analyze substantial amounts of financial data (market activity, research reports, shareholder activity, peer group comps) and identify trends and insights.
• Strong attention to detail and accuracy.
• Excellent problem-solving skills.
• Ability to stay up to date on current industry trends and regulations.

Required Qualifications/Experience

• BS/BA in Accounting, Finance or related field required; CPA preferred.
• 2 to 8 years of business experience required, public accounting preferred.
• 3-4 years’ progressive experience in accounting, reporting, audit or financial planning and analysis
• Advanced Excel skills for complex financial modeling and data analysis and advanced PowerPoint skills for external and Board presentation.
• Experience in collaborating with senior leadership and cross-functional teams to curate and perfect investor messaging, with the ability to present financial/strategic insights to both financial and non-financial stakeholders
• Direct experience in Investor Relations, either as an Investor Relations Manager or Analyst, is desirable.
• Financial Services Experience: Experience in financial services, investment banking, or equity research can also be valuable.